EWM
TMO icon

EPG Wealth Management’s Thermo Fisher Scientific TMO Stock Holding History

EPG Wealth Management’s Portfolio TMO Stock Details TMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-483
Closed -$244K – 447
2023
Q3 		$244K Sell
483
-1,866
-79% -$994K 0.07% 215
2023
Q2 		$1.23M Buy
2,349
+165
+8% +$89K 0.36% 70
2023
Q1 		$1.26M Buy
2,184
+966
+79% +$544K 0.4% 68
2022
Q4 		$671K Sell
1,218
-8
-0.7% -$4.24K 0.26% 92
2022
Q3 		$622K Buy
1,226
+84
+7% +$47K 0.26% 90
2022
Q2 		$620K Buy
1,142
+5
+0.4% +$2.75K 0.26% 85
2022
Q1 		$672K Buy
1,137
+165
+17% +$94.8K 0.23% 90
2021
Q4 		$649K Buy
972
+87
+10% +$54.3K 0.23% 92
2021
Q3 		$506K Buy
885
+139
+19% +$76.3K 0.2% 104
2021
Q2 		$376K Buy
746
+21
+3% +$9.91K 0.16% 131
2021
Q1 		$331K Buy
725
+57
+9% +$27.2K 0.16% 133
2020
Q4 		$311K Buy
+668
New +$313K 0.19% 106
2020
Q2 		– Sell
-322
Closed -$91K – 699
2020
Q1 		$91K Sell
322
-405
-56% -$128K 0.07% 185
2019
Q4 		$236K Buy
+727
New +$220K 0.17% 87

Other funds holding TMO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

EPG Wealth Management's TMO Position: Q4 2023 in Review

EPG Wealth Management sold out of Thermo Fisher Scientific (TMO) in Q4 2023, closing a stake of 483 shares — an estimated $244K sold.

EPG Wealth Management first reported a position in TMO in Q4 2019 and held it in 14 quarters. The position peaked at $1.26M in Q1 2023. 2,491 funds tracked by Wall St. Rank hold TMO as of Q4 2023.

  • EPG Wealth Management reported no remaining Thermo Fisher Scientific position as of Q4 2023 after selling out during the quarter.
  • EPG Wealth Management sold 483 Thermo Fisher Scientific shares in Q4 2023, an estimated $244K.
  • EPG Wealth Management first reported a position in Thermo Fisher Scientific in Q4 2019 and held it in 14 quarters.
  • EPG Wealth Management's Thermo Fisher Scientific position peaked at $1.26M in Q1 2023.
  • 2,491 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q4 2023.

Based on EPG Wealth Management's 13F filing for Q4 2023, filed 15 Feb 2024.